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KOENIG INVESTMENT ADVISORY, LLC
CRD 311422 · SEC 801-119834
739 N MAIN STREET, ASHLAND, OR, 97520, United States
Phone
541-608-0551
Fax
541-608-0423
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.2M
Discretionary AUM
$258.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $43.7M |
| High net worth individuals | 114 | $211.9M |
States served
AZ, CA, CO, ID, NE, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD